ABOUT HOSTS

Joe Anderson
ABOUT Joseph

As CEO and President, Joe Anderson has created a unique, ambitious business model utilizing advanced service, training, sales, and marketing strategies to grow Pure Financial Advisors into the trustworthy, client-focused company it is today. Pure Financial, a Registered Investment Advisor (RIA), was ranked 153 out of 715 RIA’s nationwide by total assets under management by [...]

Alan Clopine
ABOUT Alan

Alan Clopine is the CFO & Chairman of the Board of Pure Financial Advisors. He has been an executive leader of the Company for over a decade. As CFO he is responsible for the financial operations of the company as well as investor relations. Alan joined the firm in 2008, about one year after it [...]

Not sure what President Trump’s proposed tax plan means for you? Financial Experts Joe and Al walk you through the various ways the tax plan could impact your tax bill from your individual taxes to your estate taxes.

Download Tax Reform White Paper Here

Important Points:

1:06 – History of Tax Reform

2:00 – President Trump’s Tax Plan: Individual Taxes, Estate Taxes, Business Taxes, Winners & Losers

3:30 – Simple, Fair Postcard Tax Filing

4:21 – Proposed Rates

6:10 – Standard Deductions

6:30 – Itemized Deductions

7:46 – True or Fales: All middle-class taxpayers will pay less income taxes under the Trump tax reform proposal.

8:47 – Countdown to Retirement: Taxes and your 401(k)

11:46 – Medicare Surtax

12:43 – AMT (Alternative Minimum Tax)

13:45 – Estate Taxes

14:50 – Corporate Tax Rates

16:57 – True or False: Trump’s tax reform proposal calls for the highest earners to pay more than he proposed during the campaign.

18:09 – Winners & Losers of the proposed tax reform proposal

19:32 – Email Question: Would reducing the rate on corporate income impact my retirement accounts that are heavily invested in stocks?

21:03 – Email Question: I’m a small business owner with 7 employees. Will the proposed tax cuts benefit me?

20:32 – Email Question: If the death tax is repealed will I need to revisit my estate plan?

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